- MyFlorida (West Palm Beach, FL)
- …course of study in accounting, finance, economics, business, insurance, or risk management . Preference: Preference will be given to individuals who have a Master's ... major in finance, business administration, economics, accounting, insurance or risk management or a Certified Fraud Examiner (CFE); Certified Anti-Money Laundering… more
- Citigroup (Tampa, FL)
- …Role is expected to support a singular end-to-end credit risk management ecosystem that simplifies business processes while strengthening controls and improving ... productivity. Knowledge of institutional lending lifecycle and platforms is preferred. Role is intended...platforms is preferred. Role is intended to support Transaction Management set of tools. **Responsibilities:** + The Product Developer… more
- Citigroup (Tampa, FL)
- …product, and platform. The Strategy Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book of Work, as well as ... learn about Citi Wealth's key businesses such as Deposits, Lending , Investments and understand importance of KYC, Client Onboarding...Client Onboarding and Client Reporting. As part of Change Management team, you will have a unique exposure to… more
- Bank OZK (Jacksonville, FL)
- …including opportunity spotting/referrals, client relationship building, account opening, lending , outbound business development activities, and lobby management ... peers, business partners, and the community. Provide business development leadership and management . Lead by example and provide exceptional customer service at all… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management , capital markets, and banking & lending + Create sales and ... situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add...strategies in a way that is easily understood **Relationship Management ** + Serve as the client's advocate and trusted… more
- Republic Finance, LLC (Port St. Lucie, FL)
- …within established credit lines. Acts as a loan underwriting officer within lending authority limits and recommends credit decisions on loans over assigned credit ... limits to appropriate level of management . Ensures that all loan applications are acted on and actively worked on through final action. Accountable for all aspects… more
- Truist (Boca Raton, FL)
- …lasting commercial client relationships through consistent delivery of dedicated relationship management . The National Accounts Manager will serve as the primary ... equivalent combination of education and related work experience. 2. Previous sales management experience (6-8+ years) in a business to business sales or relationship… more
- Regions Bank (Orlando, FL)
- …the wealth planning client experience for the PWM's wealth management team. **Primary Responsibilities** + Provides independent, strategy-based planning approach ... to Regions Private Wealth Management clients and prospects + Leverages advanced technical expertise...training to partners that include: Wealth Advisors, Trust Advisors, Lending Advisors, Portfolio Managers, and Commercial and Corporate Banking… more
- Citigroup (Tampa, FL)
- …clients, the firm, and our reputation. Prime Finance Middle Office supports the Stock Lending and Equity Finance trading desks and is part of the overall Prime ... clients and internal teams, resolving or escalating issues to senior management appropriately. + Process daily collateral movements, exposure management ,… more
- Citigroup (Tampa, FL)
- Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly ... advance servicing, project funding, workflow management , and quality control. The team member will be accountable and responsible for operational oversight of… more